Client Experience Associate
CurrentWe describe my role as the officer's "butler." I’m often the first person a client encounters when calling or visiting the office, and it’s my responsibility to provide a friendly and accommodating culture of service. I keep our office stocked and organized, help clients settle in for meetings with beverages, lunch orders, and friendly conversation, send gifts, design cards, plan events, and maintain the office calendar and schedule appointments. I also assist with keeping client records… Show more We describe my role as the officer's "butler." I’m often the first person a client encounters when calling or visiting the office, and it’s my responsibility to provide a friendly and accommodating culture of service. I keep our office stocked and organized, help clients settle in for meetings with beverages, lunch orders, and friendly conversation, send gifts, design cards, plan events, and maintain the office calendar and schedule appointments. I also assist with keeping client records updated, scanning and organizing files, and other administrative details that keep our team coordinated and focused on serving the clients. Show less